Compass Capital Logo
Mark Halverson Photo

Jay Jackley, CIMA
Portfolio Manager


From diamonds and sapphires to equities and bonds, Jay has spent his career finding the most valuable gems for clients. A childhood fascination with precious stones sparked during his travels to gem-rich regions from Africa to Central America led to his first career as a gemologist-appraiser. "Selecting the highest quality stone is a science, and I enjoyed educating buyers about the distinctive facets that give jewels their enduring value," Jay says. That passion for research and affinity for client-service made him well-suited for his move into the financial-asset management field. "I love to find growing, well-run companies that will reap strong returns for my clients," Jay says. Before coming to Compass, Jay was trained as a consultant to help select and perform due diligence on a vast array of money managers, but he missed the satisfaction of being part of an experienced team selecting the best stocks and bonds first-hand for clients.

Outside the financial realm, Jay is an avid tennis fan who had the pleasure of watching his two sons win the Minnesota state high school doubles championship. Jay also enjoys fishing and hiking the rugged terrain of Colorado with his wife.

© Compass Capital Management. Terms and Conditions of Use|Privacy Information


Previous Experience:
Vice President/Wealth Management Advisor, Merrill Lynch, Wayzata, Minnesota. Jay has been in the investment field since 1997.

B.A. from Macalester College in philosophy and economics

Professional Credentials:
Jay is a Certified Investment Management Analyst (CIMA). He is also a member of the CFA Society of Minnesota.

Jay was named a Five Star Wealth Manager by the Twin Cities Business and Minneapolis/St. Paul Magazine.

Community Service:
Jay is a Board Member for the Minneapolis College of Art and Design and previously served on the Masonic Center Fund Board.

home contact us newsletter